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Harbor Investment Advisory’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Harbor Investment Advisory’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35K Hold
682
– – ﹤0.01% 818
2026
Q1 		$34.9K Buy
682
+661
+3,148% +$34.2K ﹤0.01% 674
2025
Q4 		$1.09K Buy
21
+1
+5% +$52 ﹤0.01% 1165
2025
Q3 		$1.04K Buy
20
+2
+11% +$103 ﹤0.01% 1124
2025
Q2 		$926 Hold
18
– – ﹤0.01% 1127
2025
Q1 		$919 Buy
18
+2
+13% +$101 ﹤0.01% 1124
2024
Q4 		$804 Hold
16
– – ﹤0.01% 1104
2024
Q3 		$841 Hold
16
– – ﹤0.01% 1106
2024
Q2 		$803 Hold
16
– – ﹤0.01% 1116
2024
Q1 		$812 Sell
16
-2
-11% -$101 ﹤0.01% 1237
2023
Q4 		$923 Sell
18
-1
-5% -$49 ﹤0.01% 1086
2023
Q3 		$913 Hold
19
– – ﹤0.01% 1099
2023
Q2 		$952 Hold
19
– – ﹤0.01% 1257
2023
Q1 		$963 Sell
19
-2
-10% -$100 ﹤0.01% 1261
2022
Q4 		$1.03K Sell
21
-2
-9% -$97 ﹤0.01% 1254
2022
Q3 		$1K Buy
23
+1
+5% +$51 ﹤0.01% 1306
2022
Q2 		$1K Buy
22
+2
+10% +$104 ﹤0.01% 1316
2022
Q1 		$1K Buy
20
+1
+5% +$57 ﹤0.01% 1315
2021
Q4 		$1K Buy
19
+1
+6% +$60 ﹤0.01% 1283
2021
Q3 		$1K Buy
18
+2
+13% +$122 ﹤0.01% 1287
2021
Q2 		$1K Hold
16
– – ﹤0.01% 1230
2021
Q1 		$1K Buy
16
+2
+14% +$120 ﹤0.01% 1229
2020
Q4 		$1K Buy
+14
New +$857 ﹤0.01% 1173

Other funds holding USIG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Harbor Investment Advisory's USIG Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 682 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Harbor Investment Advisory first reported a position in USIG in Q4 2020 and has held it in 23 quarters since. 159 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Harbor Investment Advisory held 682 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $35K as of Q2 2026.
  • Harbor Investment Advisory left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #818 holding.
  • Harbor Investment Advisory first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.